See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,697 | $78,705+17.8% | $117,854-21.3% | $70,131+32.2% |
| Participation rate | 85.3% | 73.2%+12.1pp | 79.7%+5.6pp | 69.5%+15.8pp |
| Annual return | 15.39% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,433 | $2,223+9.4% | $3,786-35.7% | $2,342+3.9% |
| Participant deferral / active EE | $3,883 | $3,297+17.8% | $4,482-13.4% | $3,332+16.5% |
| Admin fee / account holder | $1,677 | $5,065-66.9% | $8,020-79.1% | $4,645-63.9% |